See all articles: Projects, Tasks and Automated Actions

The 'Projects' feature in Copper lets you manage an ongoing initiative from open to closed status. 'Tasks' are one-off actions that must be taken within a project, or to move other records (leads, people, companies, opportunities) forward. These are things like a meeting or a phone call. While you can always create tasks on the fly, our 'Automated Actions' feature lets you set rules that automatically create tasks as a follow-up to another event in your workflow. You can explore these features in more detail in this section: